Who I Am Professionally…
As the Operations Manager, I specialize in the day-to-day operating of Baker Wealth Management. Some of my responsibilities include opening and maintaining accounts, processing transfers, and distribution requests. In addition, I am involved with researching and resolving issues that may arise with custodians and sponsor companies where accounts are held. Often, I am involved in special projects that require process development, problem solving and attention to detail.
While working at Baker Wealth Management, I graduated from Columbia College with a bachelor's in business administration with an associate degree in Accounting. During that time, I was president of Phi Beta Lambda (the collegiate level of Future Business Leaders of America), as well as founded the Columbia College chapter of Sigma Beta Delta (a business honors fraternity). Starting the path of securities licensing, I have also passed the Securities Industry Essentials® exam.
And Now for the ‘Real’ Me
In my free time, I enjoy reading and admiring art, as well as, producing my own masterpieces. In addition, I also have a passion for reading, baking, traveling, gardening, a great cup of tea, and playing with my four pets (two dogs, two cats). One little known fact is that I have quite the teacup and tea pot collection started!